+142.7%
AZN vs PINS
-15.2%
+157.9%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.3% | -0.4% | -1.5% |
| 7D | -1.5% | -5.2% | +3.7% | -1.1% |
| 30D | -0.9% | -14.9% | +14.1% | +0.2% |
| 3M | -11.8% | -8.4% | -3.4% | -11.5% |
| 6M | -17.6% | +0.6% | -18.2% | -18.0% |
| YTD | -12.0% | -22.2% | +10.2% | -11.0% |
| 1Y | -0.9% | -46.9% | +46.1% | +3.0% |
| 3Y | +23.7% | -26.9% | +50.6% | +23.0% |
| 5Y | +54.5% | -63.0% | +117.5% | +57.0% |
| All | +142.7% | -15.2% | +157.9% | +98.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PINS.
Daily Out/Under-Performance
Portfolio return minus PINS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PINS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded PINS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling